Compare · 2 funds side by side · dividends reinvested

CBLS and HELO

CBLSChangebridge×HELOJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,328CBLS · best of the two

02 / 04

CBLS and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.2%+5.7%+13.0%[…]−5.8%7.2%$4.8B1.4

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.85%+5.7%+3.5%+16.3%+2.5%−15.5%19.1%$50M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CBLS 2020 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

Clough Hedged Equity ETF · $50M$11,328

CBLS

HELO

JPMorgan Hedged Equity Laddered Overlay ETF · $4.8B[…]

$10,000 five years ago, dividends reinvested · they hold 10.6% in common

CBLSMeasureHELO

+5.7%Year to dateJan 1 → Nov 3+4.2%

+3.5%1 yearTotal return+5.7%

+16.3%3 years · per year$10,000 became $15,744 · $14,415+13.0%

+2.5%5 years · per year$10,000 became $11,328 · […][…]

1.89%Expense ratio$189 · $50 a year on $10k · lower is better0.50%

0.85%Trailing 12-mo yield$85 · $57 a year on $10k0.57%

−15.5%Worst dropSmaller is better−5.8%

19.1%VolatilityLower is calmer7.2%

CBLSHELO Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4HELO wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CBLS vs HELO: Top 5 Holdings

Today

CBLS

15.9%in top 5

HELO

in top 528.2%

CBLSStockHELO

not top 5NVDA7.9%

not top 5AAPL7.2%

not top 5MSFT6.5%

not top 5AMZN4.0%

3.3%SNnot top 5

3.3%VGnot top 5

3.1%ROLnot top 5

3.1%RHnot top 5

3.1%LNGnot top 5

not top 5AVGO2.5%

Held in common10.6%

End-of-day Nov 3, 2026 · share of each fund

CBLS vs HELO Returns, Every Period

ChangebridgeCBLS

+3.5%

past year

HELOJ.P. Morgan

+5.7%

past year

CBLSHELOFaded: behind in that period

2–1CBLS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CBLS vs HELO

YTD

ChangebridgeCBLS

+5.7%

HELOJ.P. Morgan

+4.2%

+5.7%Year to date+4.2%

−15.5%Worst drop · 1Y−5.8%

19.1%Volatility · 1Y7.2%

0.8%Yield0.6%

$50.0MAssets$4.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CBLS, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

CBLS1.89%$189

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CBLS, HELO

0.85%highest, CBLS

FundTrailing yieldYield$10k

CBLS0.85%$85

HELO0.57%$57

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7most kept, HELO

HELO$57 − $50 = $7

CBLS$85 − $189 = −$104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CBLS, HELO

Today

10.6%most shared, CBLS and HELO

CBLSHELO

CBLS—10.6%

HELO10.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.7%HELO, at 7.2% volatility

HELOWorst drop−5.8%7.2% vol

CBLSWorst drop−15.5%19.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CBLSHELO

+5.7%Year to date+4.2%

0.8%Yield0.6%

+3.5%Past year+5.7%

1.89%Fee0.50%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026